See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,280 | $185,822+11.0% | $169,993+21.3% | $139,434+47.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.67% | 60.50%-45.8pp | 53.37%-38.7pp | 372.94%-358.3pp |
| Employer contribution / active EE | $4,058 | $7,590-46.5% | $6,785-40.2% | $4,751-14.6% |
| Participant deferral / active EE | $15,012 | $11,622+29.2% | $10,408+44.2% | $6,710+123.7% |
| Admin fee / account holder | $60,179 | $15,381+291.3% | $12,815+369.6% | $11,403+427.8% |